Who owns BLOX
Which tracked institutional funds hold BLOX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BLOX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BLOX is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BLOX’s largest tracked holder by dollar value, Nicholas Wealth, LLC., sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BLOX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 24 tracked filers holding BLOX, 18 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BLOX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- BENJAMIN EDWARDS INC$2M
- SCOTIA CAPITAL INC.$1M
- Centennial Advisors, LLC$533K
Largest adds
- Nicholas Wealth, LLC.$667K
Largest trims
- CITADEL ADVISORS LLC$315K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Nicholas Wealth, LLC. added | 195,386 | $3M | 23.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 115,415 | $2M | 14.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. new | 95,746 | $1M | 11.7% | 2026-Q2 |
| SMART Wealth LLC trimmed | 86,135 | $1M | 10.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 79,058 | $1M | 9.6% | 2026-Q2 |
| Centennial Advisors, LLC new | 34,257 | $533K | 4.2% | 2026-Q2 |
| Owen LaRue, LLC new | 31,244 | $486K | 3.8% | 2026-Q2 |
| Mariner, LLC new | 23,032 | $358K | 2.8% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 21,540 | $335K | 2.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 19,208 | $299K | 2.3% | 2026-Q2 |
| WealthCare Asset Management, LLC new | 14,782 | $230K | 1.8% | 2026-Q2 |
| ZEGA Investments, LLC added | 13,962 | $217K | 1.7% | 2026-Q2 |
| SOA Wealth Advisors, LLC. trimmed | 1,585 | $25K | 0.2% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 1,204 | $19K | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 1,041 | $16K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 750 | $12K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 427 | $7K | 0.1% | 2026-Q2 |
| Luminist Capital LLC new | 225 | $4K | 0.0% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC | 150 | $2K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 12 | $187 | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 10 | $156 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $28 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2 | $24 | 0.0% | 2026-Q2 |
| SWAN Capital LLC | 1 | $16 | 0.0% | 2026-Q2 |
| UBS Group AG new | 22,149 | $287K | 2.2% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 21,978 | $284K | 2.2% | 2026-Q1 stale (1 quarter behind) |
| Lloyd Advisory Services, LLC. new | 1,103 | $14K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP added | 532 | $7K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PIN OAK INVESTMENT ADVISORS INC | 205 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Scarborough Advisors, LLC added | 113 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Osbon Capital Management LLC new | 57 | $738 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 38,355 | $671K | 5.3% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC new | 503 | $9K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Delos Wealth Advisors, LLC new | 230 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC new | 116 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Atlantic Union Bankshares Corp new | 2 | $35 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Principia Wealth Advisory, LLC new | 1,290 | $31K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.